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Legacy Private Trust’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Legacy Private Trust’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.2M Buy
23,874
+7,343
+44% +$710K 0.12% 118
2026
Q2 		$1.66M Buy
16,531
+3,065
+23% +$306K 0.09% 138
2026
Q1 		$1.36M Hold
13,466
– – 0.08% 145
2025
Q4 		$1.37M Sell
13,466
-911
-6% -$94K 0.08% 141
2025
Q3 		$1.48M Hold
14,377
– – 0.09% 136
2025
Q2 		$1.46M Hold
14,377
– – 0.09% 135
2025
Q1 		$1.49M Sell
14,377
-18,985
-57% -$1.92M 0.1% 136
2024
Q4 		$3.32M Sell
33,362
-113
-0.3% -$11.7K 0.22% 89
2024
Q3 		$3.66M Buy
33,475
+8,337
+33% +$894K 0.25% 81
2024
Q2 		$2.58M Buy
25,138
+11,018
+78% +$1.12M 0.18% 95
2024
Q1 		$1.48M Hold
14,120
– – 0.11% 133
2023
Q4 		$1.53M Buy
14,120
+11,716
+487% +$1.17M 0.12% 126
2023
Q3 		$237K Sell
2,404
-3,188
-57% -$335K 0.02% 216
2023
Q2 		$619K Buy
5,592
+3,557
+175% +$399K 0.05% 155
2023
Q1 		$233K Buy
+2,035
New +$229K 0.02% 214
2022
Q4 		– Sell
-8,530
Closed -$929K – 232
2022
Q3 		$929K Sell
8,530
-3,052
-26% -$361K 0.09% 134
2022
Q2 		$1.39M Sell
11,582
-58,326
-83% -$7.16M 0.12% 118
2022
Q1 		$9.41M Buy
69,908
+228
+0.3% +$31.9K 0.73% 31
2021
Q4 		$10.3M Buy
+69,680
New +$10.3M 0.78% 30

Other funds holding TLH

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Legacy Private Trust's TLH Position: Q3 2026 in Review

Legacy Private Trust increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 44% in Q3 2026, buying an estimated $710K and bringing the position to 23,874 shares worth $2.2M. The position accounts for 0.12% of the portfolio, ranked #118.

Legacy Private Trust first reported a position in TLH in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q4 2021. 28 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Legacy Private Trust held 23,874 shares of iShares 10-20 Year Treasury Bond ETF worth $2.2M as of Q3 2026.
  • Legacy Private Trust bought 7,343 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $710K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.12% of Legacy Private Trust's portfolio in Q3 2026, its #118 holding.
  • Legacy Private Trust first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Legacy Private Trust's iShares 10-20 Year Treasury Bond ETF position peaked at $10.3M in Q4 2021.
  • 28 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.